JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Plante Moran Financial Advisors, LLC's Holding History (CIK: 0001424717)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 9,751 Value ($000) $3,142 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 10,434 Value ($000) $3,291 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 12,635 Value ($000) $3,663 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 12,815 Value ($000) $3,143 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 13,756 Value ($000) $3,297 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 23,333 Value ($000) $4,920 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 15,204 Value ($000) $3,075 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 14,729 Value ($000) $2,950 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 17,040 Value ($000) $2,899 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 15,416 Value ($000) $2,236 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 15,784 Value ($000) $2,296 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 10,873 Value ($000) $1,417 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 10,478 Value ($000) $1,405 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 11,172 Value ($000) $1,168 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 11,762 Value ($000) $1,325 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 12,313 Value ($000) $1,678 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 12,928 Value ($000) $2,047 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 13,099 Value ($000) $2,144 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 10,957 Value ($000) $1,704 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 13,728 Value ($000) $2,090 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 10,044 Value ($000) $1,276 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 9,900 Value ($000) $953 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 9,686 Value ($000) $911 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 11,569 Value ($000) $1,042 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 10,775 Value ($000) $1,502 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 11,938 Value ($000) $1,405 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 10,946 Value ($000) $1,224 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 10,182 Value ($000) $1,031 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 14,304 Value ($000) $1,396 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 14,295 Value ($000) $1,613 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 14,802 Value ($000) $1,542 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 16,087 Value ($000) $1,769 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 11,864 Value ($000) $1,269 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 11,130 Value ($000) $1,063 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 11,130 Value ($000) $1,017 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 10,760 Value ($000) $945 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 12,586 Value ($000) $1,086 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 10,215 Value ($000) $680 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 10,208 Value ($000) $634 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 14,483 Value ($000) $858 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 14,921 Value ($000) $985 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 14,875 Value ($000) $907 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 14,303 Value ($000) $969 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 13,598 Value ($000) $824 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 14,025 Value ($000) $878 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 13,902 Value ($000) $837 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 12,048 Value ($000) $694 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 9,998 Value ($000) $607 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 16,920 Value ($000) $989 Avg Close $39.63 Range $36.35 - $42.36

Q3 2013

Shares 10,481 Value ($000) $542 Avg Close $38.52 Range $35.95 - $40.89

Q2 2013

Shares 9,430 Value ($000) $498 Avg Close $36.24 Range $32.83 - $39.86

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	9,751	$3,142	$309.53	$290.54 - $330.86
Q3 2025	10,434	$3,291	$295.93	$278.95 - $316.47
Q2 2025	12,635	$3,663	$252.67	$200.22 - $289.84
Q1 2025	12,815	$3,143	$250.91	$220.72 - $275.86
Q4 2024	13,756	$3,297	$228.03	$198.89 - $249.04
Q3 2024	23,333	$4,920	$204.96	$185.80 - $219.46
Q2 2024	15,204	$3,075	$189.18	$173.46 - $199.28
Q1 2024	14,729	$2,950	$173.61	$158.11 - $193.16
Q4 2023	17,040	$2,899	$144.89	$129.30 - $163.25
Q3 2023	15,416	$2,236	$142.31	$134.29 - $151.32
Q2 2023	15,784	$2,296	$129.66	$119.02 - $137.67
Q1 2023	10,873	$1,417	$128.16	$115.18 - $135.05
Q4 2022	10,478	$1,405	$117.65	$94.06 - $128.78
Q3 2022	11,172	$1,168	$105.62	$96.10 - $114.36
Q2 2022	11,762	$1,325	$113.02	$101.22 - $124.46
Q1 2022	12,313	$1,678	$133.66	$115.27 - $153.80
Q4 2021	12,928	$2,047	$147.83	$136.71 - $155.72
Q3 2021	13,099	$2,144	$140.29	$130.40 - $151.51
Q2 2021	10,957	$1,704	$139.74	$130.53 - $148.99
Q1 2021	13,728	$2,090	$127.25	$109.49 - $143.03
Q4 2020	10,044	$1,276	$98.14	$82.75 - $111.83
Q3 2020	9,900	$953	$85.44	$79.00 - $92.62
Q2 2020	9,686	$911	$81.74	$70.76 - $99.77
Q1 2020	11,569	$1,042	$103.61	$65.60 - $120.06
Q4 2019	10,775	$1,502	$108.67	$93.67 - $118.72
Q3 2019	11,938	$1,405	$95.08	$87.73 - $101.23
Q2 2019	10,946	$1,224	$92.02	$84.61 - $97.81
Q1 2019	10,182	$1,031	$85.34	$78.85 - $89.81
Q4 2018	14,304	$1,396	$87.53	$74.88 - $96.00
Q3 2018	14,295	$1,613	$92.63	$83.41 - $97.31
Q2 2018	14,802	$1,542	$89.02	$83.70 - $93.47
Q1 2018	16,087	$1,769	$91.43	$83.98 - $96.37
Q4 2017	11,864	$1,269	$81.33	$76.25 - $87.14
Q3 2017	11,130	$1,063	$73.66	$70.35 - $76.59
Q2 2017	11,130	$1,017	$68.54	$64.85 - $73.60
Q1 2017	10,760	$945	$69.68	$65.58 - $74.23
Q4 2016	12,586	$1,086	$59.89	$51.67 - $68.65
Q3 2016	10,215	$680	$50.85	$45.82 - $52.95
Q2 2016	10,208	$634	$48.33	$44.15 - $51.23
Q1 2016	14,483	$858	$44.86	$40.33 - $49.26
Q4 2015	14,921	$985	$49.68	$44.66 - $52.67
Q3 2015	14,875	$907	$49.62	$37.93 - $53.49
Q2 2015	14,303	$969	$49.14	$44.89 - $52.55
Q1 2015	13,598	$824	$44.28	$40.58 - $47.07
Q4 2014	14,025	$878	$44.70	$40.31 - $47.17
Q3 2014	13,902	$837	$43.13	$40.56 - $45.64
Q2 2014	12,048	$694	$41.19	$38.82 - $44.74
Q1 2014	9,998	$607	$42.08	$39.47 - $44.77
Q4 2013	16,920	$989	$39.63	$36.35 - $42.36
Q3 2013	10,481	$542	$38.52	$35.95 - $40.89
Q2 2013	9,430	$498	$36.24	$32.83 - $39.86